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abundant energy. i thought we should look at clean energy that would benefit. markwest, this is a company that has a price above where they did secondary. look at the "wall street journal" word on the street. they say that maybe mlps have been oversold. if we're going to drill in this country for more energy, i like to think of halliburton down to 30. some people will say weatherford upgraded by a number of people and then let's not forget chesapeake. they came out this morning in a piece last night said we're more nat gas than i would like to be in ohio. when i spent time in ohio, 80% of what we put out on rigs is nat gas. you need the markwest pipeline to take natural gas to chesapeake to bring it to the east or to give it to clean energy fuels and in order to be able to drill oil, that's halliburton. that's the family of names that i'm focused on. >> does it extend to larger cap names? some say that ge is well positioned here. >> i spent time talking about how big ge can be in this industry. we read in a piece in "the wall street journal" that ge teamed up w
abundant energy. i thought we should look at clean energy that would benefit. markwest, this is a company that has a price above where they did secondary. look at the "wall street journal" word on the street. they say that maybe mlps have been oversold. if we're going to drill in this country for more energy, i like to think of halliburton down to 30. some people will say weatherford upgraded by a number of people and then let's not forget chesapeake. they came out this morning in a...
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Nov 14, 2012
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you're putting money to work in various industries, including energy. this week, you launched two investment funds distributed by charles schwab. why the move? is this the sign of the times that private equity is becoming more of a traditional management company? >> no, i mean, when you look at the amount of capital in the hands of individual investors and the capital that's managed by registered investment advisers, in the united states alone it's $19 trillion. >> wow. >> that's far greater than the amount of institutional capital. until recently, we didn't have the track record and expertise in the firm to create products that fit that market. the market basically wants liquidity and yield. we started a credit business in 2004. we now have a record to do that. so we now have products that fit that channel. it's a great place to find investors that want to be part of what we're capable of delivering. >> are you seeing the investor today risk adverse? are you seeing them hesitant in terms of putting money to work? >> oh, yes. not just corporations and p
you're putting money to work in various industries, including energy. this week, you launched two investment funds distributed by charles schwab. why the move? is this the sign of the times that private equity is becoming more of a traditional management company? >> no, i mean, when you look at the amount of capital in the hands of individual investors and the capital that's managed by registered investment advisers, in the united states alone it's $19 trillion. >> wow. >>...
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producer prices are expected to rise .2% and by .1 when you strip out food and energy. then at 10:00 a.m., september business inventories released. at 2:00 p.m., we'll get the minutes from last month's fed meeting. on the corporate front, abercrombie & fitch, staples and tyco all report results before the bell. we'll hear from limited brands, netapp, and williams-sonoma before the close. >>> some of the recent banks have come under threat, victims of cyber attacks in september that cause blackouts. an iranian group took credit for those attacks. our next guest says we should expect more of this as hackers get more sophisticated. daniel has identified a few stocks that may benefit from the rise in online security threats. hi, dan. >> hello. >> thanks for joining us. go ahead. >> i just say cyber security -- i mean, this is a big area in technology. the threats are not going to be -- as you've seen on the bank front, despite a tough ip spending environment, security continues to be a high priority, and i think there's a number of stocks that really benefit from the trend.
producer prices are expected to rise .2% and by .1 when you strip out food and energy. then at 10:00 a.m., september business inventories released. at 2:00 p.m., we'll get the minutes from last month's fed meeting. on the corporate front, abercrombie & fitch, staples and tyco all report results before the bell. we'll hear from limited brands, netapp, and williams-sonoma before the close. >>> some of the recent banks have come under threat, victims of cyber attacks in september that...
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manufacturing driven by very low energy prices. we're self-sufficient energy for the first time in years. another company like ppg, they really own the coatings business, about 70% of revenues from coatings, they're growing 4% to 6% organically and end the year with $2.5 billion in cash. they just sold their business, another $1 billion, that $3.5 billion in cash, 60% go to grow the business, 40% return to shareholders. you've got 5%, 6% top line, 10%, 12% net income growth with stock buy back and dividend going up 15% a year. you get 2% while you wait. if things -- if we don't do it on a fiscal cliff and things get worse, not going to get hurt. >> where did you buy comcast? >> comcast we've owned for a couple of years. that's another one that has morphed into a return of capital story. when we bought it just superior business model in a tough environment. if things get better, great, employment improves, we're going to have more hook-ups, housing improves, more connections, great growth story. if things don't get better, we're try
manufacturing driven by very low energy prices. we're self-sufficient energy for the first time in years. another company like ppg, they really own the coatings business, about 70% of revenues from coatings, they're growing 4% to 6% organically and end the year with $2.5 billion in cash. they just sold their business, another $1 billion, that $3.5 billion in cash, 60% go to grow the business, 40% return to shareholders. you've got 5%, 6% top line, 10%, 12% net income growth with stock buy back...
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clean energy fuels after its big announcement today. and honeywell ceo dave cote on his role to fix the debt in the fix the debt campaign. can the u.s. takes the steps to avoid the fiscal cliff? stay tuned. >>> sick of paying up at the pump? i have a guy with a solution. plus it's not just the stock market, tax increases and the budget cuts of the fiscal cliff that could hit your wallet in a big way. tonight i'm helping you understand what's at stake. "mad money" is coming up next. if you are one of the millions of men who have used androgel 1%, there's big news. presenting androgel 1.62%. both are used to treat men with low testosterone. androgel 1.62% is from the makers of the number one prescribed testosterone replacement therapy. it raises your testosterone levels, and... is concentrated, so you could use less gel. and with androgel 1.62%, you can save on your monthly prescription. [ male announcer ] dosing and application sites between these products differ. women and children should avoid contact with application sites. discontinu
clean energy fuels after its big announcement today. and honeywell ceo dave cote on his role to fix the debt in the fix the debt campaign. can the u.s. takes the steps to avoid the fiscal cliff? stay tuned. >>> sick of paying up at the pump? i have a guy with a solution. plus it's not just the stock market, tax increases and the budget cuts of the fiscal cliff that could hit your wallet in a big way. tonight i'm helping you understand what's at stake. "mad money" is coming up...